Haimo Law - Wills, Trusts, Probate, Business Planning and Asset Protection

Attorney-Client Fit Matters

Attorney-Client Fit Matters

By: Barry E. Haimo, Esq.
August 15, 2014

As an estate and business planning law firm, we work only with families and businesses. It’s a niche legal practice, but it’s still a big universe! We have a very diverse client base, differing in wealth, organization, education, sophistication, experience and goals. Some are newlyweds, new parents, and recently divorced. Others are entrepreneurs, existing business owners, families and families of the recently deceased.

What I’ve noticed is that they all have, in particular, at least four things in common with one another: i) a strong desire to consistently be on top of their fundamental estate and financial planning needs; ii) the belief in Haimo Law’s Trifecta of Representation, i.e. our team approach of working together with an accountant and financial planner to satisfy these needs and achieve their goals; iii) cost effective legal representation; and iv) appreciation for the personal and long-term relationship that is created between clients and the firm.

Our firm’s approach to legal representation is definitely unique. We are unlike other firms that are ecstatic at the prospect of a new client walking through the door. It’s impractical and not economically feasible for every client to receive the level of attention and dedication that Haimo Law delivers to each and every client. It is for this reason that we don’t want to represent just any client, we strive to attract and only work with the right clients; clients that value the four tenets set forth above.

Some insight into Haimo Law

WHY

We believe that everyone has the fundamental need to be heard and understood; that trust and confidence takes time to develop and requires communication, consistency and reliability, always with integrity. We strive to form lifelong relationships and to provide a personalized and refreshing experience because we are invested in their journey and their success.

HOW

We provide a personalized and refreshing experience by delivering premier advice and service. We are attentive to clients’ needs and goals and are always accessible and responsive to their questions and concerns so they can confidently make informed decisions. Our team is comprised of personable, empathetic and diligent individuals, which uniquely enables us to mindfully counsel clients through challenges, and help them strategically traverse complicated family and business dynamics.

WHAT

We provide sound, pragmatic and holistic counsel and advice to clients in a diverse range of issues that seriously affect their families and businesses. Such issues may include helping families flexibly navigate disability and death; limiting liability; minimizing taxes and the time and expense of guardianship and probate proceedings; addressing current family and business conflicts; preventing future family and business conflicts; thinking through inheritance and fiduciary appointments; keeping assets in the family; providing for special needs beneficiaries and beneficiaries suffering from addiction; protecting assets for generations; and planning now to reduce the risk of litigation later. We also administer estates (probate) and trusts and help clients protect their assets. As a boutique estate and business planning law firm with offices in Florida and New York, we are more than attorneys; we are trusted advisors, and we’d be delighted to assist you.

Does this sound like the right fit for you, your family or your business?

Author:
Barry E. Haimo, Esq.
Haimo Law
Strategic Planning With Purpose
Email: barry@haimolaw.com
LinkedIn: http://www.linkedin.com/in/bhaimo
Google+: https://plus.google.com/u/0/+BarryEHaimoLaw/posts
YouTube: http://www.youtube.com/user/haimolawtv

YOU ARE NOT OUR CLIENT UNLESS WE EXECUTE A WRITTEN AGREEMENT TO THAT EFFECT. MOREOVER, THE INFORMATION CONTAINED HEREIN IS INTENDED FOR INFORMATIONAL PURPOSES ONLY. EACH SITUATION IS HIGHLY FACT SPECIFIC AND EXCEPTIONS OFTEN EXIST TO GENERAL RULES. DO NOT RELY ON THIS INFORMATION, AS A CONSULTATION TO UNDERSTAND THE FACTS AND THE CLIENT’S NEEDS AND GOALS IS NECESSARY. ULTIMATELY WE MUST BE RETAINED TO PROVIDE LEGAL ADVICE AND REPRESENTATION. THIS INFORMATION IS PROVIDED AS A COURTESY AND, ACCORDINGLY, DOES NOT CONSTITUTE LEGAL ADVICE.



Ready to See How We Can Help You?